Creating Records

Table of Contents

You can create records in Extensions and Vertical Solutions using the zoho.crm.createRecord() deluge task.

Syntax

<Response> = zoho.crm.createRecord(<module String>,<dataMap Map>,<optionalDataMap Map>);

where,
<Response> is the task response returned as a Map.

Parameters

NameDatatypeDescriptionMandatory
moduleStringSpecify the API name of the module in which you want to create the record.Yes
dataMapMapInclude in a map, details of the record that needs to be inserted into the module.
For example: {"Last_Name":"JoJo", "Company":"Zoho"}
The keys used here are the API names of the fields. Use the Refer Fields in the Deluge Script Editor to know these names.		Yes
optionalDataMapMapSpecify an action that needs to be triggered on creation of the record. The three options available for trigger are workflow, blueprint and approval.No

Example

Create a Lead record and trigger associated workflows

Obtain as user input, the last name, phone number, and email address of the Lead and create a record with these details. The sample script is given below:

newRecordInfo = Map();
newRecordInfo.put("Last_Name",lead.get("Last_Name"));
newRecordInfo.put("Phone",lead.get("Phone"));
newRecordInfo.put("Email",lead.get("Email"));
response = zoho.crm.createRecord("Leads",newRecordInfo,{"trigger":{"workflow"}});
info response;

Explanation:

  • The Lead details obtained as user inputs are populated in a map (newRecordInfo).
  • {"trigger":{"workflow"}} ensures that all workflows associated with creation of a Lead is triggered.
  • response stores the result of the action (success or failure with the ID of the newly created record).

Response Format

{"Modified_Time":"2018-10-25T10:38:28+05:30","Modified_By":{"name":"ZohoDemo","id":"3388926000000166021"},"Created_Time":"2018-10-25T10:38:28+05:30","id":"3388926000000313001","Created_By":{"name":"ZohoTest","id":"3388926000000166021"}}

Additional Examples

Fetching ID of a record created using the zoho.crm.createRecord() task

The sample script is given below:

newRecordInfo = Map();
newRecordInfo.put("Last_Name",lead.get("Last_Name"));
newRecordInfo.put("Phone",lead.get("Phone"));
newRecordInfo.put("Email",lead.get("Email"));
response = zoho.crm.createRecord("Leads",newRecordInfo);
info "response: " + response;
id = response.get("id");
info "id: " + id;

Response

response: {"Modified_Time":"2018-10-25T10:45:26+05:30","Modified_By":{"name":"ZohoDemo","id":"3388926000000166021"},"Created_Time":"2018-10-25T10:45:26+05:30","id":"3388926000000314001","Created_By":{"name":"ZohoTest","id":"3388926000000166021"}}
id: 3388926000000314001

 

Update a record using the record ID

The record in Leads module with ID 3388926000000314001 will be updated with the last name 'John'. The sample script is given below:

updateMap = Map();
updateMap.put("Last_Name","John");
response = zoho.crm.updateRecord("Leads",3388926000000314001,updateMap);
info response;

Response

{"Modified_Time":"2018-10-25T10:50:15+05:30","Modified_By":{"name":"ZohoDemo","id":"3388926000000166021"},"Created_Time":"2018-10-25T10:38:28+05:30","id":"3388926000000313001","Created_By":{"name":"ZohoTest","id":"3388926000000166021"}}

 

Creating a task with chosen Contact and Account lookups

The sample script is given below:

taskInfo = Map();
taskInfo.put("Subject",task.get("Subject"));
taskInfo.put("Description",task.get("Description"));
taskInfo.put("$se_module","Accounts");
contactInfo = {"name":"Arthur","id":"3388926000000285001"};
taskInfo.put("Who_Id",contactInfo);
accInfo = {"name":"Acme Inc","id":"3388926000000297008"};
taskInfo.put("What_Id",accInfo);
response = zoho.crm.createRecord("Tasks",taskInfo);
info response;

where,

$se_module can be Accounts, Leads, or Cases
contactInfo is the map having Contact lookup details
accInfo is the map having Account lookup details

Response

{"Modified_Time":"2018-10-25T10:54:13+05:30","Modified_By":{"name":"ZohoTest","id":"3388926000000166021"},"Created_Time":"2018-10-25T10:54:13+05:30","id":"3388926000000314014","Created_By":{"name":"ZohoTest","id":"3388926000000166021"}}

 

Creating a Lead record and adding a Note to it

The sample script is given below:

leadInfo = {"Company":"Zoho","First_Name":"Mary","Last_Name":"John","Email":"mary.j@zylker.com","Phone":"14081234567","Street":"Elm Street","City":"Vegas","State":"Texas","Country":"USA"};
resp = zoho.crm.createRecord("Leads",leadInfo);
leadId = resp.get("id");
noteInfo = {"Parent_Id":leadId,"Note Title":"Note for Contact","Note_Content":"This is a sample note","$se_module":"Leads"};
response = zoho.crm.createRecord("Notes",noteInfo);
info response;

Response

{"Modified_Time":"2018-10-25T10:57:19+05:30","Modified_By":{"name":"ZohoTest","id":"3388926000000166021"},"Created_Time":"2018-10-25T10:57:19+05:30","id":"3388926000000316007","Created_By":{"name":"ZohoTest","id":"3388926000000166021"}}

 Related Topics

https://www.zoho.com/crm/help/api/v2/#create-specify-records